Business Service Officer

Morgan Stanley

. Shape the future of service by modernizing the client experience through an elevated standard of care .

Posted 11/10/2026full-timeUnited StatesMid-LevelSenior💰 $85,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership and talent development capabilities while managing Support Professionals and executing service initiatives. Possesses expertise in compliance, risk management, and operational oversight to enhance client experience and drive efficiencies.

Highest-signal resume keywords

Active Series 7 LicenseActive Series 9 LicenseActive Series 10 LicenseActive Series 66 LicenseLeadership and Talent Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational OversightBudget TrackingProcess ImprovementConflict ResolutionPerformance Management

Soft Skills

Effective CommunicationAttention to DetailOrganizational SkillsTime ManagementRelationship Management

Certifications & Qualifications

Bachelor's DegreeSeries 7 LicenseSeries 9 LicenseSeries 10 LicenseSeries 66 License

Industry Keywords

Risk and Compliance PoliciesClient ExperienceService ProfessionalsFinancial AdvisorsDiversity and Inclusion

About the role

Key responsibilities & impact

Shape the future of service by modernizing the client experience through an elevated standard of care
Supervise and manage Support Professionals and execute business and service functions within assigned branches
Report directly to the Market Business Service Officer
Facilitate communication and training for Service Professionals
Partner with Market Sales and Risk teams to ensure execution across all aspects of the business
Support the Market Business Service Officer with service initiatives
Lead branches in executing strategic priorities by influencing and coaching behavioral change focused on consistency, quality, and compliance
Lead, mentor, and supervise Support and Service Professionals
Promote cross-training, learning, development, and recognition within the market
Facilitate interviewing, selection, and onboarding of new hires, including Financial Advisors and Support Professionals
Partner with the Market Business Service Officer and Human Resources on performance reviews, performance management, and conflict resolution
Maintain relationships with partners within the Branch, Market, Region, and Home Office
Conduct Support Professional one-on-one meetings and meet with Advisor teams to address service needs
Manage and oversee Support Professional coverage for Financial Advisors in the Branch
Identify Support Professional recognition opportunities through best practices and achievements
Promote a branch culture aligned with Firm values, including diversity and inclusion
Manage Advisors’ travel and entertainment expenses and other firm programs, including budget tracking and forecasting
Facilitate and manage resolution of client inquiries and requests
Participate in national calls regarding platform changes, policy and procedure updates, best practices, and timely updates
Identify and implement process improvements to maximize productivity and drive efficiencies
Perform additional operational oversight and other duties delegated by the Market Business Service Officer
Directly manage Support Professionals

Requirements

What you’ll need

Bachelor’s degree required or equivalent education
Previous industry experience
Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Other licenses as required for the role or by management
Effective written and verbal communication skills
Strong attention to detail
Ability to prioritize and resolve complex needs and escalate as necessary
Ability to identify issues and trends to anticipate change and provide comprehensive solutions and remedies
Evidence of strong leadership and talent development capabilities
Exceptional organizational and time management skills
Exceptional conflict resolution skills
Ability to manage relationships, motivate and lead groups of people at various levels throughout the market
Knowledge of Firm’s Risk & Compliance policies
Ability to think strategically
Previous supervisory experience preferred

Benefits

Comp & perks

Medical insurance
Prescription Drug coverage
Dental insurance
Vision insurance
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off, including Sick Leave consistent with state and local law
Parental Leave
X Vacation Days annually
10 Paid Holidays
401(k)
Short/Long Term Disability
Other special perks reserved for employees
Annual discretionary incentive compensation award may be available
Relevant business unit incentive compensation plan may include a discretionary bonus component
Commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages may be included in total compensation
Employee benefits and perks
Opportunities for career mobility within the business